Efficient Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Sell |
24,664
-2,720
| -10% | -$160K | 0.1% | 42 |
|
|
2025
Q4 | $1.5M | Sell |
27,384
-3,470
| -11% | -$189K | 0.09% | 43 |
|
|
2025
Q3 | $1.65M | Sell |
30,854
-4,292
| -12% | -$216K | 0.09% | 42 |
|
|
2025
Q2 | $1.7M | Sell |
35,146
-4,884
| -12% | -$220K | 0.1% | 47 |
|
|
2025
Q1 | $1.75M | Sell |
40,030
-11,654
| -23% | -$506K | 0.11% | 45 |
|
|
2024
Q4 | $2.16M | Sell |
51,684
-2,379
| -4% | -$105K | 0.14% | 44 |
|
|
2024
Q3 | $2.48M | Sell |
54,063
-2,735
| -5% | -$118K | 0.16% | 41 |
|
|
2024
Q2 | $2.42M | Sell |
56,798
-12,364
| -18% | -$519K | 0.16% | 45 |
|
|
2024
Q1 | $2.84M | Sell |
69,162
-3,120
| -4% | -$124K | 0.18% | 43 |
|
|
2023
Q4 | $2.91M | Sell |
72,282
-4,692
| -6% | -$181K | 0.2% | 43 |
|
|
2023
Q3 | $2.92M | Sell |
76,974
-3,509
| -4% | -$139K | 0.2% | 43 |
|
|
2023
Q2 | $3.18M | Sell |
80,483
-6,333
| -7% | -$249K | 0.21% | 43 |
|
|
2023
Q1 | $3.43M | Sell |
86,816
-5,331
| -6% | -$212K | 0.24% | 41 |
|
|
2022
Q4 | $3.49M | Sell |
92,147
-2,800
| -3% | -$103K | 0.35% | 34 |
|
|
2022
Q3 | $3.31M | Sell |
94,947
-3,018
| -3% | -$118K | 0.29% | 33 |
|
|
2022
Q2 | $3.93M | Sell |
97,965
-15,985
| -14% | -$671K | 0.33% | 32 |
|
|
2022
Q1 | $5.14M | Sell |
113,950
-4,472
| -4% | -$211K | 0.39% | 33 |
|
|
2021
Q4 | $5.79M | Buy |
118,422
+1,940
| +2% | +$97.6K | 0.41% | 33 |
|
|
2021
Q3 | $5.87M | Sell |
116,482
-7,122
| -6% | -$371K | 0.56% | 33 |
|
|
2021
Q2 | $6.82M | Sell |
123,604
-3,760
| -3% | -$204K | 0.85% | 31 |
|
|
2021
Q1 | $6.79M | Sell |
127,364
-12,529
| -9% | -$686K | 0.93% | 31 |
|
|
2020
Q4 | $7.23M | Sell |
139,893
-14,876
| -10% | -$715K | 1.1% | 22 |
|
|
2020
Q3 | $6.82M | Sell |
154,769
-9,165
| -6% | -$402K | 1.25% | 17 |
|
|
2020
Q2 | $6.56M | Sell |
163,934
-9,453
| -5% | -$354K | 1.21% | 17 |
|
|
2020
Q1 | $5.92M | Sell |
173,387
-8,673
| -5% | -$356K | 1.24% | 17 |
|
|
2019
Q4 | $8.17M | Sell |
182,060
-7,603
| -4% | -$326K | 1.42% | 17 |
|
|
2019
Q3 | $7.75M | Sell |
189,663
-21,740
| -10% | -$898K | 1.42% | 17 |
|
|
2019
Q2 | $9.07M | Sell |
211,403
-6,504
| -3% | -$276K | 1.58% | 17 |
|
|
2019
Q1 | $9.35M | Sell |
217,907
-6,691
| -3% | -$282K | 1.64% | 17 |
|
|
2018
Q4 | $8.77M | Sell |
224,598
-4,700
| -2% | -$188K | 1.63% | 17 |
|
|
2018
Q3 | $9.84M | Sell |
229,298
-3,046
| -1% | -$131K | 1.68% | 16 |
|
|
2018
Q2 | $10.1M | Sell |
232,344
-2,306
| -1% | -$107K | 1.71% | 16 |
|
|
2018
Q1 | $11.3M | Sell |
234,650
-6,645
| -3% | -$326K | 1.91% | 16 |
|
|
2017
Q4 | $11.4M | Sell |
241,295
-5,138
| -2% | -$238K | 1.89% | 16 |
|
|
2017
Q3 | $11M | Sell |
246,433
-12,195
| -5% | -$537K | 1.9% | 16 |
|
|
2017
Q2 | $10.7M | Sell |
258,628
-11,250
| -4% | -$458K | 1.58% | 16 |
|
|
2017
Q1 | $10.6M | Sell |
269,878
-6,863
| -2% | -$261K | 1.49% | 17 |
|
|
2016
Q4 | $9.69M | Sell |
276,741
-5,211
| -2% | -$188K | 1.39% | 17 |
|
|
2016
Q3 | $10.6M | Sell |
281,952
-9,029
| -3% | -$330K | 1.55% | 16 |
|
|
2016
Q2 | $10M | Buy |
290,981
+3,694
| +1% | +$124K | 1.59% | 19 |
|
|
2016
Q1 | $9.84M | Buy |
287,287
+4,760
| +2% | +$147K | 1.77% | 17 |
|
|
2015
Q4 | $9.1M | Buy |
282,527
+5,194
| +2% | +$178K | 1.98% | 14 |
|
|
2015
Q3 | $9.09M | Buy |
277,333
+18,775
| +7% | +$663K | 2.03% | 14 |
|
|
2015
Q2 | $10.2M | Buy |
258,558
+448
| +0.2% | +$18.7K | 2.14% | 14 |
|
|
2015
Q1 | $10.4M | Buy |
258,110
+11,055
| +4% | +$440K | 2.2% | 14 |
|
|
2014
Q4 | $9.71M | Buy |
247,055
+8,280
| +3% | +$337K | 2.22% | 14 |
|
|
2014
Q3 | $9.92M | Buy |
238,775
+2,481
| +1% | +$110K | 2.29% | 14 |
|
|
2014
Q2 | $10.2M | Sell |
236,294
-5,812
| -2% | -$247K | 2.33% | 14 |
|
|
2014
Q1 | $9.93M | Buy |
242,106
+19,074
| +9% | +$748K | 2.4% | 13 |
|
|
2013
Q4 | $9.32M | Buy |
223,032
+9,345
| +4% | +$391K | 2.26% | 14 |
|
|
2013
Q3 | $8.71M | Buy |
213,687
+11,404
| +6% | +$452K | 2.23% | 14 |
|
|
2013
Q2 | $7.79M | Buy |
+202,283
| New | +$8.39M | 2.17% | 14 |
|
Other funds holding EEM
BOTOTLSJU
Efficient Advisors's EEM Position: Q1 2026 in Review
Efficient Advisors reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 9.9% in Q1 2026, selling an estimated $160K and leaving 24,664 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #42.
Efficient Advisors first reported a position in EEM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.4M in Q4 2017. 1,619 funds tracked by Wall St. Rank hold EEM as of Q1 2026.
- Efficient Advisors held 24,664 shares of iShares MSCI Emerging Markets ETF worth $1.4M as of Q1 2026.
- Efficient Advisors sold 2,720 iShares MSCI Emerging Markets ETF shares in Q1 2026, an estimated $160K.
- iShares MSCI Emerging Markets ETF made up 0.1% of Efficient Advisors's portfolio in Q1 2026, its #42 holding.
- Efficient Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
- Efficient Advisors's iShares MSCI Emerging Markets ETF position peaked at $11.4M in Q4 2017.
- 1,619 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.